+7,495.1%
LIN vs RMD
+38,610.5%
-31,115.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | +3.6% | -5.3% | +8.9% | +4.4% |
| 30D | +6.4% | +8.4% | -2.1% | +4.7% |
| 3M | +6.5% | +7.1% | -0.6% | +4.9% |
| 6M | +4.9% | +15.8% | -10.9% | +1.7% |
| YTD | +23.4% | +0.2% | +23.3% | +22.4% |
| 1Y | +26.3% | -1.4% | +27.7% | +25.5% |
| 3Y | +38.0% | +61.3% | -23.3% | +23.8% |
| 5Y | +68.0% | -3.9% | +71.9% | +63.2% |
| 10Y | +437.1% | +365.6% | +71.5% | +301.7% |
| All | +7,495.1% | +38,610.5% | -31,115.4% | +3,666.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded RMD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling